Ambarella’s strong performance was driven in part by recovery in demand for two big Chinese security camera makers, HikVision and Dahua, both of which came under scrutiny by U.S. officials last year, with concerns that restrictions could be placed on companies doing business with them over national security issues involving facial recognition and espionage.

Inventory building in response to concerns of a ban was a major driver of Ambarella’s strong results, Vinh said in a Thursday note. (See his track record here.)

It’s not clear how long that will last, though.

Still, overall security demand in China should continue for the next few quarters, the analyst said, adding that the company is also seeing share gains elsewhere.

But the company, which used to be known mostly as a key GoPro Inc (NASDAQ: GPRO) supplier, is also moving into a new business, providing “computer vision” chips for the automotive market, he said.